Andrew Buzan has been Treasurer/Chief Investment Officer of Kelman Lazarov since January 2026, is a control person of the firm and directly owns between 10% and 25% of it. Andrew Buzan holds a B.S. in finance and economics from David Lipscomb University and an MBA from the University of Memphis.
Kelman Lazarov Inc is a Memphis, TN firm with $895M under management, 579 clients and 13 advisers in one office, as of its March 2026 filing.
Andrew Buzan is Co-Chief Investment Officer and Senior Portfolio Manager of Kelman-Lazarov, based in Memphis. As managing partner for investments, he engages in investment research, portfolio construction, performance monitoring and trading. He became a partner in 2019 and took leadership responsibilities for the investment team.
Andrew Buzan’s longest registration is the current one, 13 years at Kelman Lazarov since 2013. Before joining Kelman Lazarov in 2013, Andrew Buzan was registered through Cetera Advisor Networks LLC.
- Kelman Lazarov IncCurrent– present · 13 yearsMemphis, TN · Adviser representative · Firm CRD 107727
- Cetera Advisor Networks LLC– · 2 yearsMemphis, TN · Adviser representative · Firm CRD 13572
Professional designations
Listed by Kelman Lazarov
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Andrew Buzan is registered as an investment adviser representative in 3 states. The first approvals date from October 2013; the most recent is Texas, in January 2018.
- LouisianaSince 12 November 2016
- TennesseeSince 3 October 2013
- TexasSince 5 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 September 2013 |
| Series 7 | General Securities Representative Examination | 19 May 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew D Buzan
- CRD
- 5337819
- Firm
- Kelman Lazarov · CRD 107727
- Role
- Treasurer/Chief Investment Officer
- Office
- 5100 POPLAR AVE, STE 2805, Memphis, TN 38137-2805
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelman-lazarov.com
Where does Andrew Buzan work?
Andrew Buzan has been Treasurer/Chief Investment Officer of Kelman Lazarov Inc since January 2026, and is a control person of the firm.
Is Andrew Buzan a financial advisor?
Yes. Andrew Buzan has a current investment-adviser registration in Louisiana, Tennessee and Texas, through Kelman Lazarov since October 2013.
How many years of experience does Andrew Buzan have?
Andrew Buzan has 16 years in the financial industry, since May 2010, across 2 adviser firms.
What exams has Andrew Buzan passed?
Andrew Buzan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2010. FINRA credited Andrew Buzan with the SIE, which began in October 2018.
Where is Andrew Buzan based?
Andrew Buzan’s registered office is in Memphis, TN.
Is Andrew Buzan registered with FINRA?
No. Andrew Buzan has no current broker registration.
Is Andrew Buzan a CFA charterholder?
Kelman Lazarov lists Andrew Buzan with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Andrew Buzan’s record?
Search CRD 5337819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Buzan’s full registration record.
Keith SchmittPresident/Director of Financial Planning- Michael MunekataChief Compliance Officer
April LowerySenior Financial Advisor
Patrick O'HearnSecretary/Senior Financial Advisor
Christopher PurcellSenior Financial
Martin KelmanChairman- Ronald LazarovFounding Partner
Jacob SamuelsSenior Portfolio Manager